See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,499 | $153,772+10.9% | $133,980+27.3% | $273,961-37.8% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 7.20% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,544 | $6,029-74.4% | $5,211-70.4% | $4,869-68.3% |
| Participant deferral / active EE | $7,311 | $6,958+5.1% | $6,282+16.4% | $5,287+38.3% |
| Admin fee / account holder | $23,960 | $11,765+103.7% | $9,324+157.0% | $10,132+136.5% |